DISCLAIMER - October 1/2010 - The Power Broker/Microsoft Word
integration
does NOT integrate with OFFICE 2010 64 BIT users.
This is a Microsoft issue and we are waiting for them to
resolve it.
It has however been tested with Office Professional Plus 2010 32 bit
and works great!
Step 1) Setting Up Your ODBC Datasources
A)
Click
here and RUN Windows Installer
( If you receive an error, proceed to B)
B)
Click
here and RUN VFPODBC.MSI
( If you receive an error, proceed to C)
C)
Click
here to RUN WDVFPDSN.EXE
( If you receive an error, proceed to Step 2 to manually add )
NOTE: If you get an error that says "Your Administrator has
prevented you from running these files" , on Windows 7 go to:
Start, Search, type in UAC. When it finds the file, double
click it. Slide the slider to the bottom 'Never Notify' option
and reboot.
Once rebooted, try running the A, B, C files located above.
Should you still have errors and nothing installed, Save these files
to the
root of the drive where Power Broker is stored ( Example would be
the root of Q:\ ) and then run them from there. If after you
install them,
and you proceed to Step 2, and do not see 'Foxpro Files - Word' in
your list, you should be able now to add them manually.
Step 2)
Windows 32 Bit
Users:
Once installed go to
Start, Settings,
Control Panel,
Administrative Tools,
Data Sources ODBC,
User DSN Tab |
Windows
64 Bit Users:
Open Windows
Explorer and go to
c:/windows/sysWOW64/odbcad32.exe
.
|
Click on any data source that
reference DBASE, click Remove and click 'OK'.
You will need to ensure that Foxpro Files - Word is listed in your
ODBC Data Sources.
If it is not present, please attempt to add it manually.
Click ADD.
Look for Microsoft Foxpro VFP Driver (.dbf) , click Finish.
For the database name and description, type:
FoxPro Files - Word
Ensure that you select 'Free Table Directory' and then click OK
Step 3) Setting Up Your User Preferences
As the user who sits at this desk, log into Power Broker.
Go to Tables, User Preferences
There will be a Word Processing Software location that you will
need to drop down and choose MS Word 97, and then to the right, you
will have a Browse button that you will need to located your WINWORD.EXE file.
Once you click on Browse, change the 'Look in' location to your C:\
drive.
Continue to browse down to Program Files, Microsoft Office, Office
(OR Office10 OR Office11) and then finally WINWORD.EXE.
Once you have chosen WINWORD.EXE, click the top right return
option.
Step 4) Creating Your First Power Broker Word Integration Template
From the main Power Broker desktop, click on 'Create or Edit MS
Word Form Letter'
Click on the 'Create New Form' option.
Type in a form name, form description, language, database, and 'Y'
to save to the customer, and then click on 'Proceed'.
Microsoft Word should launch.
Click on 'Save Document and return to Power Broker'.
OFFICE 2007 and 2010
-
Click on 'Add-Ins and click Save Document and return to Power Broker
Step 5) Testing Your First Power Broker Word Integration Template
To test your new document, return out to the main Power Broker
desktop, and click on Customers, Customer and Prospects option.
Find a customer to test with.
Click 'Word Integration'.
The list of letters open up and you will see the letter you created
in the list.
Click on this letter and choose 'Select' and then 'Proceed'.
Answer the following questions:
Save memo to Customer's File (Y/N)
Enter Form Abeyance Date
Abeyance Item Completed (Y/N)
Verify Producer Code
Description
Click 'Proceed'
Microsoft Word will launch with an integrated Power Broker
Integration option to 'Continue With Printing of Document'
Once you click on 'Continue With Printing' a question will ensure
that your print job printed properly and that you can continue by
clicking 'Yes'.
OFFICE 2007 and 2010
-
Click on 'Add-Ins' and then choose Continue with Printing of
Document
Step 6) Deleting a Power Broker template
Should you find that you do not wish to keep the test template you
just created, you would go to Forms, Delete MS Word Form letter.
In this menu, click on the letter you wish to delete.
Click on 'Select MS Word Form' and then click on 'Delete Form'
A confirmation box will open.
Type 'Y' and then hit enter.
A message at the top right will say 'Your form has been deleted'
Step 7) Resetting your Word Templates
During your setup procedure, you may have run into some road blocks
along the way that may have disjointed some of the templates you
were troubleshooting with so to fix this, you would need to follow
these steps:
Go to Forms, Reset MS Word Form Letters
At the bottom of the page, you have the option of resetting one
form or all forms.
Type 'Y' to proceed.
A message at the top right will be displayed if you are successful.
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Microsoft Word Integration Power Broker 4